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Alexis Fritts

THE Huntington Investment Co.

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About Alexis Fritts

Alexis Fritts is a financial advisor registered with The Huntington Investment Co., a firm with offices in Columbus, Ohio and Chicago, Illinois. Alexis has been a registered representative for over 10 years and holds licenses in both the Series 6 and 7. Alexis works with a wide range of clients including high-net-worth individuals, corporations, and charitable organizations. Alexis is dedicated to helping clients achieve their financial goals.

Firm Information

Alexis Fritts is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexis Fritts’s Registration & Firm History

IL

01/10/2024 - Present

THE Huntington Investment Co. (Chicago IL)

IL

11/18/2019 - 01/16/2024

RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)

IL

09/26/2017 - 11/21/2019

WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)

IL

03/25/2014 - 09/19/2017

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 12/14/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/24/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alexis Fritts. Review regulatory record here.
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